Update Chartbeat Roles for the collaborator

Modify the collaborator’ Chartbeat permissions when engagement scope evolves or security policy changes.

Situations Requiring Updates

• New sites launch and the collaborator should monitor them.
• We begin assisting with configuration, requiring Administrator rights.
• Access should be reduced to read-only for reporting-only engagements.
• MFA or SSO policies change and require role or login adjustments.

Update Workflow

1. Navigate to Settings → Users and open the collaborator’s account.
2. Adjust the Role between Administrator and User as needed.
3. Update the list of Sites or Groups the account can view. Include staging environments if QA is ongoing.
4. Save changes and note the reason in the optional comment field.
5. Notify the collaborator’s contact so they can log back in and confirm access.

Validation Checklist

• Confirm the user record reflects the new role and sites.
• Ask the collaborator to verify dashboards load and site filters look correct.
• Capture a screenshot or export of the updated user settings for compliance records.

Related Tasks

• Rotate API tokens tied to the account if privilege levels changed.
• Update any Slack or email alerts where the collaborator’s account is listed as a recipient.
• Log the change in your IAM tracker with ticket references and approval details.